Role:
· Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned
· Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
· Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients
· Maintaining the service standards set by the bank in collaboration with the service support team
· Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.
Job Requirement:
· Ability to source High Value Business Banking Accounts
· Thorough knowledge of Current Account/Trade Account opening/transaction processes
· Strong Communication skills with assertive attitude
· Knowledge of Trade, Forex and Business Assets · Strong follow up ability & keenness
· Ability to spot opportunities in the portfolio for Upselling/Xselling bank products
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
